EWA
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EverSource Wealth Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

EverSource Wealth Advisors’s Portfolio FXN Stock Details FXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-56
Closed -$915 – 4089
2024
Q4 		$915 Buy
+56
New +$941 ﹤0.01% 2998

Other funds holding FXN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

EverSource Wealth Advisors's FXN Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2025, closing a stake of 56 shares — an estimated $915 sold.

EverSource Wealth Advisors first reported a position in FXN in Q4 2024 and held it in 1 quarter. The position peaked at $915 in Q4 2024. 117 funds tracked by Wall St. Rank hold FXN as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 56 First Trust Energy AlphaDEX Fund shares in Q1 2025, an estimated $915.
  • EverSource Wealth Advisors first reported a position in First Trust Energy AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's First Trust Energy AlphaDEX Fund position peaked at $915 in Q4 2024.
  • 117 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.